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Gold/Mining/Energy : NP Energy Cp New -- Ignore unavailable to you. Want to Upgrade?

To: CUBBY who wrote (20863)	7/26/1999 9:29:00 AM
From: DR. MEADE	Read Replies (1) \| Respond to of 22810

BINGO, BABY !!!!!!!!!!!!!!!!!!!!!!!!!!!!

To: CUBBY who wrote (20863)	7/26/1999 9:40:00 AM
From: Win-Lose-Draw	Respond to of 22810

For those of you here for the hype, this will be of no interest to you so just hit 'next'. Gateway economics. It is very unclear who is responsible for what in this agreement, so here is a 35k-foot view of the whole thing. Revenues: $25 x 12 months x 3/port x 96 ports ~= $90k/gateway/year Expenditures: Licensing $1M/year/16 gateways ~= $60k/gateway/year Cost of gateway, good for 2 years ~= $30k/gateway/year Access costs, based on Gateway numbers of $10/port/month ~= $10k/gateway/year SGA Salaries 5 @ 60k/year, 16 gateways ~= $20k/gateway/year Space rental (eg to LVLT) ~= $10k/gateway/year IPVC's cut of revenues @10% ~= $ 9k/gateway/year Just a rough cut...looks like someone is going to lose $50k/year/gateway. This totally ignores a whole mess of technical questions, like where are the Canadian equivalents of the rental/access agreements signed with Level3 and ICG? Without that, you can't even start doing business. And since the Flat25 program only covers gateway-to-gateway calls, are customers expected to keep two LD carriers? We have not bee told of an agreement equivalent of the STRX agreement for Canadians. More later. Good luck everyone!

To: CUBBY who wrote (20863)	7/26/1999 9:41:00 AM
From: Bo Le	Read Replies (1) \| Respond to of 22810

The key here is "Phone-to-Phone". Most VOIP service today on the market is either pc-to-pc or pc-to-phone, which only have very limited market, in my opinion. However, phone-to-phone around world for $25 a month is complete different story. This deal make NPEC worth holding for next 12 month. Could be a huge winner. Just my two cents. Bo

To: CUBBY who wrote (20863)	7/26/1999 9:54:00 AM
From: Win-Lose-Draw	Respond to of 22810

A test market for a prepaid phone card is set to begin August 15, 1999 in the Southwest United States with a regional convenience store chain. Oh, I meant to bring this up the other day. Why on earth would Metroplus be testmarketing their "Web Access Cards" in the Southwest when they have no plans to provide service in the Southwest? Shouldn't they be testmarketing in Canada or the Pacific Northwest? I also see the official release no longer mentions the name of the chain. :-)